BT Wealth Management LLC

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Assets, Funds, Holdings

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BT Wealth Management LLC
CRD #147729
SEC #801-69372
CIK #
AUM$923.8 MM
Employees17
Phone770-635-5000
AddressRiverwood 200 3300 Riverwood Parkway, Suite 1075
Atlanta, GA 30339
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Private Fund Fund Form D AUM ($MM)
BT Opportunity Fund II LP Other 2018-01-09external 39.5
BT Opportunity Fund LP Other 2016-02-09external 87.3
Vendor Assistance Fund LP Other 2015-03-31external 18.7
BT Select Fund I LP Other 8.0
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Related Persons # Filings
BT Funds Group LLC 4
BT Wealth Management LLC 4
Scott Craig 2
Thomas Heneghan 1
Patrick Kassen 1
Samuel Zell 1